Mayar Capital as of Dec. 31, 2023
Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 14.6 | $18M | 114k | 157.23 | |
| Alphabet Inc Class C cs (GOOG) | 13.5 | $17M | 118k | 140.93 | |
| Bright Horizons Fam Sol In D (BFAM) | 12.4 | $15M | 162k | 94.24 | |
| Electronic Arts (EA) | 12.3 | $15M | 111k | 136.81 | |
| Visa (V) | 9.1 | $11M | 43k | 260.35 | |
| Johnson & Johnson (JNJ) | 8.7 | $11M | 68k | 156.74 | |
| Paypal Holdings (PYPL) | 8.1 | $9.9M | 162k | 61.41 | |
| Kenvue (KVUE) | 6.5 | $8.1M | 374k | 21.53 | |
| MasterCard Incorporated (MA) | 5.2 | $6.4M | 15k | 426.51 | |
| 3M Company (MMM) | 4.7 | $5.8M | 53k | 109.32 | |
| Laboratory Corp. of America Holdings (LH) | 4.3 | $5.3M | 23k | 227.29 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $727k | 2.0k | 356.66 |
